U.S. Beef Is Back on the Menu in Australia and This Could Fire Up Tyson and Hormel Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 24 2025
0mins
Source: TipRanks
Australia Reopens Beef Trade: Australia has lifted a long-standing ban on U.S. beef imports, which had been in place since 2003 due to mad cow disease concerns, allowing U.S. meat companies like Tyson Foods and Hormel to access a lucrative market amid rising global protein demand.
Implications for Global Trade: This decision not only benefits U.S. producers by increasing export opportunities but also signals a potential shift in global acceptance of U.S. food safety standards, possibly leading other countries to reconsider their import restrictions on American beef.
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Analyst Views on JBS
Wall Street analysts forecast JBS stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 15.070
Low
17.00
Averages
19.07
High
22.00
Current: 15.070
Low
17.00
Averages
19.07
High
22.00
About JBS
JBS N.V. is Netherlands-based Company primarily engaged in the food and protein processing industry. The Company focuses on the production and global distribution of animal protein and food products to retail, foodservice, and industrial clients. The Company has in its offer poultry, pork, beef, lamb, fish and plant-based products. In addition, the Company operates in sectors such as leather, biodiesel, fertilizers, collagen, sausage casings, hygiene and beauty, metal packaging, transportation, waste management solutions. The Company is active worldwide in 17 countries and is listed on The New York Stock Exchange (NYSE).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Rising Beef Prices: The increase in beef prices is prompting discussions in Washington about the structure of the U.S. meat industry.
- Industry Concentration Concerns: Lawmakers are questioning whether the concentration of the meat industry is contributing to the rising costs for consumers.
- Regulatory Review: The situation may lead to a review of regulations and policies governing the meat industry to ensure fair competition.
- Impact on Consumers: The rising prices and industry dynamics are likely to affect consumers, raising concerns about food affordability and access.
See More
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- Production Capacity Boost: This investment will enable JBS to establish fresh meat production in Oman, sourcing supplies from local producers, thereby promoting growth in the Omani agriculture and food industry.
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See More
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- Historic Cattle Shortage: According to USDA data, U.S. cattle and calves inventory has fallen to approximately 85 million head, the lowest level since 1951, down about 45 million from the 1975 peak, contributing to ongoing price increases in beef.
- Future Supply Challenges: Even if ranchers begin expanding herds today, new supply is not expected to significantly reach grocery shelves until 2028 at the earliest, indicating the depth of the current cattle contraction and the slow recovery cycle ahead.
- Strong Demand and Price Forecast: The USDA projects total red meat and poultry production to reach 108.4 billion pounds in 2026, with beef production expected to decline again, yet strong consumer demand is anticipated to push beef prices up by 7%.
See More
